PREVAL’s electronic newsletter No. 4 features news and useful information for individuals and organisations with an interest in capacity building in monitoring, evaluation (M&E) and systematization of programmes aimed at poverty alleviation in rural areas. Available in two languages (Spanish and English), the newsletter includes the following sections: Good Practices in M&E, PREVAL in Action, Courses and Events, Useful Links, and Electronic Publications. It can also be found on our website, www.preval.org.
In the Good Practices in M&E section, we selected three initiatives because they show innovative learning processes for a range of stakeholders engaged in sustainable change. The first, “Guidelines for Image Evaluation,’ summarizes several experiences that use audiovisual language and narrative to present results from the perspective and culture of stakeholders. The second article on “Emergent Learning Maps” (ELM) outlines a methodological process to build capacity in learning from practice. The third initiative is a video on the Talking Maps approach used by the MARENASS project (Management of Natural Resources in the Southern Highlands of Peru), accompanied by a text we published in the third issue of this newsletter.
PREVAL in Action is a new section that provides information on our Strategic Plan 2004-2007 and the most recent activities to build capacity in M&E for impact-oriented management in the Latin American and Caribbean region. Courses and Events provides a list of M&E educational events that will take place during the first quarter of 2006 (January to March) around the world. The section Useful Links lists a number of links to international NGOs that promote capacity-building in M&E and is complemented by the Electronic Publications section, with its listing of documents on capacity building as well as methodologies for assessing the impact of poverty reduction programmes.
The PREVAL newsletter welcomes contributions. We would like to thank you in advance for reading our newsletter and giving us your feedback.
Emma Rotondo
Coordinator, PREVAL III
www.preval.org
preval@desco.org.pe
“Networking to build stronger M&E capacity” |
In its third phase, 2004-2007, PREVAL’s focus continues to be on capacity building, which involves a combination of technical assistance and training, and production and dissemination of M&E tools, in partnership with a range of regional stakeholders. The overall aim of this phase is to help consolidate and institutionalise participatory, transparent M&E mechanisms that permit projects jointly funded by IFAD and governments, as well as those technical services that are grouped into networks and associations, to develop, implement and document impact and results oriented M&E systems.
PREVAL has recently updated its organisational information describing what it is, its mission and vision, and expected results to 2007, with advances and links to its organisational strategic plan.
See: http://www.preval.org/presentacion/
A Data Bank on Technical M&E Resources (BANSES, formerly PREVAL directory) enables people and institutions to locate technical assistance, educational and training services on the subject. It can be accessed through the following link:
http://www.preval.org/pagina.php?secCodigo=60&idioma=8
Below is a summary of activities implemented during the second half of 2005 to build the M&E capacity of individuals, groups and organisations, especially in the use of IFAD’s results and impact management system (RIMS). For more information on these activities, write to preval@desco.org.pe.
1.- Monitoring and Evaluation Plan of the PROMARENA project (Bolivia)
A workshop developed for the PROMARENA project (Management of Natural Resources in the Chaco and High Valleys), “Results and Impact Oriented Monitoring, Evaluation and Systematization Plan,” was held in Cochabamba, Bolivia, from 24-26 October. The workshop was attended by the project’s technical team (approximately 20 people) and produced a common conceptual framework for planning, monitoring, evaluation and systematisation. It also reviewed and updated the project’s logical framework, in line with IFAD’s results and impact management system (RIMS), and used a stakeholder map to identify the different groups of stakeholders involved in the project. Finally, participants developed a work plan to implement a Planning, Monitoring, Evaluation and Systematization System (PMES), including a baseline study, the first benchmark for impact assessment.
2.- Managing for results system for the PRONADEL project (Honduras)
In November 2005, PREVAL organized a workshop on IFAD’s RIMS system for the technical team of the PRONADEL project (National Programme for Local Development). The methodology was based on the implementation of a participatory workshop to improve the use of M&E concepts and techniques that meet the project’s specific needs. Participants developed a range of participatory and constructivist techniques, combined with dialogued presentations, group activities and a plenary presentation that allowed sharing and feedback on expected results.
3.- Capacity building in monitoring the impacts of poverty reduction projects (Honduras)
PREVAL has partnered up with the RIOPLUS project, run by the German Technical Cooperation Agency (GTZ) and TROCAIRE, to develop a modular course, “Building capacity in impact monitoring,” that is designed to develop and strengthen human resources in monitoring the impact of poverty alleviation programmes and projects in Honduras. This project seeks to effectively contribute to the development and implementation of impact monitoring systems. The first module, “Conceptual framework of managing for results,” was held in Santa Lucía, Honduras, in November 2005 and was attended by more than 30 professionals. The main purpose is to build M&E practices that are effective for decision-making, simple for a range of users and capable of motivating learning and communicating change. In addition to the M&E plan, participants developed an activity plan for the use and dissemination of results in different formats: video, written reports, slides, photographs and posters, among others.
4.- Integrated Management System for FUNICA (Nicaragua)
PREVAL, through a framework agreement with the Foundation for the Development of Technology, Agriculture and Forestry (FUNICA), organized a second workshop on a “Plan of Action for the FUNICA M&E System: FUNICA’s role and communication of results,” on 21-23 November 2005 in Managua, Nicaragua. The purpose was to develop an integrated management system that responded to expectations and needs. The aim of the system is to support the team in developing strategies, programmes and projects in rural areas with external funding and help build management capacities in M&E. It is not about developing a rigid approach but rather an integrated, flexible system to build on progressively and which can be continually adapted. The M&E plan included a section on the use and dissemination of results that set targets for the year and outlines a range of different formats for different target audiences. In this way, communication is integrated with M&E to use information strategically, in line with FUNICA’s organisational priorities.
5.- Planning, Monitoring, Evaluation and Knowledge Management System for PRODESEC (Nicaragua)
During 2005, PREVAL provided technical assistance and training to the Programme for Economic Development of the Dry Region in Nicaragua (PRODESEC) in the development and implementation of their knowledge management system (PMES&KM). PREVAL’s support is based on a local capacity building approach and will be provided under a three-year agreement both on-site (through field visits to provide technical assistance and direct training to the team in the development of the system and subsequent adjustments) and in a virtual manner (e-mail requests for revising and making suggestions to documents), based on a work plan agreed upon by PRODESEC and PREVAL during a first visit in March 2005. Technical assistance is provided to strengthen local capacity and thus enable effective implementation of the system.
6.- Field Visit: ‘Results and Impact Oriented Monitoring and Evaluation Systems’ (Cusco and Lima, Peru) In the first week of December 2005, PREVAL and MARENASS implemented a M&E exchange for IFAD-supported projects in the region (PROSALAFA, Venezuela; PROPESUR, Dominican Republic; NGÄBE and BUGLE, Panama; and PRODAP II, El Salvador). Its background is the learning route approach developed and created by PROCASUR in the Latin American region, that includes exchanges between groups, participant observation and interviews for learning. The visit was carried out in one of the most successful IFAD-supported projects in the region, the MARENASS project, which serves as a reference for organisations and institutions interested in learning and replicating innovative, participatory M&E methodologies. The visit included participation in public events to deliver the results of the MARENASS project in Cusco to a range of officials, including the project’s main stakeholders (peasants), as well as visits to peasant communities to learn about the talking maps approach as a planning, monitoring and evaluation tool, and the dissemination of technologies through household and community contests, with cash prizes for the best results. A three-day participatory workshop in Lima complemented the field visit, with participants from each project sharing experiences and learning about the RIMS approach, its indicators, means of verification and mandatory reports.
7.- Second Central American Conference on Evaluation, ‘Evaluation and Development: Perspectives for Central America’
On 14-15 November 2005, the second Central American conference on evaluation, ‘Evaluation and Development: Perspectives for Central America,’ was held in Tegucigalpa, Honduras. This event was hosted by national M&E networks in Central America (Costa Rica, El Salvador, Honduras and Nicaragua) with support from UNICEF, the Central American Bank for Economic Integration (BCIE), ReLAC and PREVAL. More than 70 professionals from the region attended. The organising committee of the conference will soon publish a report on the event. Interested individuals may request further information on the conference by writing to the following e-mail address: redhes2005@yahoo.com
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This fourth issue of the PREVAL newsletter provides a selection of electronic links to international institutions and non-governmental social development research centres working in M&E around the world.
International Agricultural Centre (IAC)
This Dutch institution has a portal on participatory M&E for rural development that seeks to build capacity of individuals and organisations to equip them to implement M&E systems as part of managing and learning for impact. It features sections on theories, methodologies, publications and a calendar of events on the subject.
Website: http://portals.wdi.wur.nl/ppme/index.php
International NGO Training and Research Centre (INTRAC)
INTRAC supports NGOs and civil society organisations around the world. Its goal is to improve civil society performance by exploring policy issues and strengthening management and effectiveness of organisations. Its work is focused on three main areas: organisational capacity building, strengthening civil society, and participatory development. The INTRAC website contains information on INTRAC publications, including those on M&E.
Website: http://www.intrac.org/Intrac/INTRACHomePage_en.html
International Development Research Centre (IDRC)
This website contains IDRC evaluation reports, electronic resources and links to IDRC’s programming areas. Through its library, INTRAC provides public access to development information by means of two databases: the BIBLIO database, which provides information on the IDRC collection of research materials, and IDRIS, which features information on development research activities funded by IDRC.
Website: http://web.idrc.ca/es/ev-26266-201-1-DO_TOPIC.html
Evaluating capacity development in research and development organisations
This site promotes the use of evaluation as a tool for making progress towards building capacity and improving organizational performance. Its main purpose is to support managers and evaluators who are working to improve their organisations’ development capacity in Africa, Asia and Latin America. This group runs a global project, “Evaluating Capacity Development in Research and Development Organisations” (the ECD Project, International Service for National Agricultural Research, ISNAR, the Netherlands).
Website: http://www.isnar.cgiar.org/ecd/index.htm
The W.K. Kellogg Foundation
The Kellogg Foundation’s Evaluation Unit features evaluation publications and tools on its website. Although the site is in English, some of the publications are available in Spanish.
Website: http://www.wkkf.org/Programmeming/Overview.aspx?CID=281
Imp-Act
This is the website of an action-research programme designed to improve the quality of microfinance services and their impact on poverty through strengthening the development of impact assessment systems. In addition, it provides information on how to measure impact and innovate impact assessments. Documents are also available in French and Spanish versions.
Website: http://www.imp-act.org/.
International Institute for Facilitation and Consensus (IIFAC)
The IIFAC is a consulting firm that specializes in facilitation training services. Based in Mexico, IIFAC has partners in Europe, Latin America, the United States and Canada. The IIFAC provides training, through workshops and courses, in the areas of facilitation, consensus, conflict and negotiation. The firm’s website provides information on its services and publications.
Website: http://www.iifac.org/
International Institute of Rural Reconstruction (IIRR)
The International Institute of Rural Reconstruction (IIRR) is a rural development organisation with 80 years experience, working in Africa, Asia and Latin America. The IIRR promotes people-centered development through capacity building for poor people and their communities.
Website: http://www.iirr.org/intlcourses.htm
MandENews
This is an information service specialising in M&E of projects. It is an excellent site with a wealth of information on different issues related to M&E. Language: English Website: http://www.mande.co.uk/
Monitoring and Evaluation to Access and Use Results (MEASURE)
MEASURE EVALUATION is one of five projects run by the MEASURE programme, which is designed to provide information for the monitoring and evaluation of issues related to population and health and food programmes in developing countries. This site provides access to a wealth of information, including the STATcompiler, an online database tool that enables the user to create customised tables for hundreds of indicators, MEASURE EVALUATION news, and an electronic library of evaluation resources, among others.
Website: http://www.cpc.unc.edu/measure
The World Conservation Union (IUCN)’s Monitoring and Evaluation Initiative
This is a site specialising in M&E developed by the IUCD. This website is part of IUCN’s capacity-building efforts in M&E. The site offers information on cases, useful tools, methodologies, experiences and sites of interest. Languages: English and Spanish.
Website: http://iucn.org/themes/eval/
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PREVAL´s Electronic library
We are pleased to inform you that we have updated the “Virtual Library” section of our website, www.preval.org, with a selection of publications on the following topics:
- Capacity building in M&E;
- Methodological reports of impact assessments in poverty alleviation; and
- Systematisation of experiences.
Following is a list of documents posted to the web page. These are available in PDF and Word formats.
1.- Capacity building
MONITORING AND EVALUATION ASPECTS OF CAPACITY AND CAPACITY DEVELOPMENT. Working Paper for Discussion in a Workshop in 2006.
ECDPM STUDY ON CAPACITY CHANGE AND PERFORMANCE.
Watson, David. September 2005.
Ver documento: http://www.preval.org/documentos/2071.doc
2.- Impact evaluation of poverty alleviation projects and programmes
EL APORTE DE FUNDES A LAS PYMES EN AMÉRICA LATINA: UNA EVALUACIÓN DE IMPACTO
Marco Dini, Giovanni Stumpo, Sebastián Vergara. Septiembre de 2005.
Ver documento: http://www.eclac.cl/publicaciones/DesarrolloProductivo/6/LCW26/FUNDESc.pdf
INFORME METODOLÓGICO DE LA EVALUACIÓN EXTERNA DEL PROGRAMA DE INCENTIVOS ESTATALES 2004. Secretaria de Desarrollo Social de México.Red para el Desarrollo Sostenible de México, A.C. Octubre 2004.
Ver documento: http://www.preval.org/documentos/2062.pdf
INFORME METODOLÓGICO DE LA EVALUACIÓN EXTERNA DEL PROGRAMA PARA EL DESARROLLO LOCAL (Microregiones) 2004. Secretaria de Desarrollo Social de México.
Servicio Profesional para el Desarrollo Económico s.c. Marzo 2005.
Ver documento: http://www.preval.org/documentos/2063.pdf
INFORME METODOLÓGICO DE LA EVALUACIÓN EXTERNA DEL PROGRAMA DE APOYO A JORNALEROS AGRÍCOLAS (PAJA) COLMEX 2004. Secretaria de Desarrollo Social de México.
Centro de Estudios Económicos. Marzo 2005.
Ver documento: http://www.preval.org/documentos/2064.pdf
INFORME METODOLÓGICO DE LA EVALUACIÓN EXTERNA 2004 DEL PROGRAMA DE FONDO NACIONAL PARA EL FOMENTO DE LAS ARTESANÍAS. CAPITULO 2: METODOLOGÍA DE EVALUACIÓN.
Dirección General de Evaluación y Monitoreo de los Programas Sociales – Secretaria de Desarrollo Social de México. 2004.
Ver documento: http://www.preval.org/documentos/2065.pdf
INFORME METODOLÓGICO DE LA EVALUACIÓN EXTERNA DEL PROGRAMA DE AHORRO, SUBSIDIO Y CRÉDITO PARA LA VIVIENDA PROGRESIVA “TU CASA” 2004. Secretaria de Desarrollo Social de México
Esquivel Hernández, Gerardo. Febrero, 2005.
Ver documento: http://www.preval.org/documentos/2066.pdf
METODOLOGÍA DE EVALUACIÓN EXTERNA 2004 DE INDESOL PROGRAMA DE COINVERSIÓN SOCIAL - Secretaria de Desarrollo Social de México
Dirección General de Evaluación y Monitoreo de los Programas Sociales. 2004.
Ver documento: http://www.preval.org/documentos/2067.pdf
INFORME METODOLÓGICO DE LA EVALUACIÓN EXTERNA DEL PROGRAMA INICIATIVA CIUDADANA 3X1. Secretaria de Desarrollo Social de México
Servicio Profesional para el Desarrollo Económico s.c. Octubre, 2004.
Ver documento: http://www.preval.org/documentos/2068.pdf
INFORME METODOLÓGICO DE LA EVALUACIÓN EXTERNA DEL PROGRAMA OPCIONES PRODUCTIVAS 2004. Secretaria de Desarrollo Social de México
Márquez Colín, Graciela. Marzo, 2005.
Ver documento: http://www.preval.org/documentos/2069.pdf
ANEXO TÉCNICO (INFORME METODOLÓGICO) DE LA EVALUACIÓN DE RESULTADOS DEL PROGRAMA DE ABASTO SOCIAL DE LECHE. Secretaria de Desarrollo Social de México.
Instituto Tecnológico y de Estudios Superiores de Monterrey - Centro de Estudios Estratégicos. México, D. F., Marzo de 2005.
Ver documento: http://www.preval.org/documentos/2070.pdf
KEY EVALUATION CHECKLIST, INTENDED FOR USE IN DESIGNING, EVALUATING, AND WRITING EVALUATION REPORTS ON PROGRAMS, PLANS, AND POLICIES; AND FOR EVALUATING EVALUATIONS OF THEM
Michael Scriven. October 2005.
Ver documento: http://www.preval.org/documentos/2071.pdf
GUIDING PRINCIPLES CHECKLIST, FOR EVALUATING EVALUATIONS
Daniel Stufflebeam, Leslie Goodyear, Jules Marquart, & Elmima Johnson. September 2005.
Ver documento: http://www.preval.org/documentos/2073.pdf
3.- Participation
VOICES FOR CHANGE. PARTICIPATORY MONITORING AND EVALUATION IN CHINA
Ronnie Vernooy, Sun Qiu y Xu Jianchu.
Ver documento: http://www.idrc.ca/openebooks/994-1/
4.- Systematisation of experiences
AGROECOLOGIA, SEGURIDAD ALIMENTARIA Y DESARROLLO
SUSTENTABLE EN ARGENTINA: Sistematización de cuatro experiencias en el contexto de la crisis reciente.
Tapella, Esteban. Este trabajo fue presentado en la Primer Conferencia de la Red de Seguimiento, Evaluación y Sistematización de América Latina y Caribe, evento realizado en Lima, Perú, entre el 20 y 23 de Octubre de 2004.
Ver documento: http://www.preval.org/documentos/2076.pdf
SISTEMATIZACIÓN: UN INSTRUMENTO PEDAGÓGICO EN LOS PROYECTOS DE DESARROLLO SOSTENIBLE.
Joao Francisco de Souza.
Ver documento: http://www.preval.org/documentos/2077.doc
LA TIERRA PROMETIDA. PRESENTACIÓN DE LA SISTEMATIZACIÓN DE LA EXPERIENCIA DEL PROGRAMA DE TRANSFERENCIA DE TIERRAS (PTT).
Fundación Promotora de Cooperativas FUNPROCOOP - El Salvador - Noviembre 1999 - 2000.
Ver documento: http://www.preval.org/documentos/2078.doc
LOS DESAFÍOS DE LAS MUJERES EN LA PLANIFICACIÓN MUNICIPAL. MUNICIPIO DE CERCADO, COCHABAMBA. Sistematización de la experiencia de trabajo del Instituto de Formación Femenina Integral. IFFI.
Carmen Zabalaga Estrada. Mayo, 2003.
Ver documento: http://www.preval.org/documentos/2079.pdf
5.- Others
ORGANISATIONAL LEARNING IN NGOS: CREATING THE MOTIVE, MEANS AND OPPORTUNITY
Britton Bruce, Praxis Paper N° 3, The International NGO Training and Research Centre, March 2005.
Ver documento: http://www.preval.org/documentos/2060x.pdf
EL TRABAJO EN RED: TEJER COMPLICIDADES Y FORTALEZAS
Jara Holliday, Oscar. (2001)
Ver documento: http://www.preval.org/documentos/2061.doc
INFORME DE DOS CURSOS DE METODOLOGÍA EN EVALUACIÓN
DE DESASTRES Y ELABORACIÓN DE ATLAS DE RIESGOS
Ricardo Zapata. Septiembre 2005
Ver documento: http://www.preval.org/documentos/2072.pdf
LOGIC AND METHODOLOGY OF CHECKLISTS
Michael Scriven (October 2005)
Ver documento: http://www.preval.org/documentos/2075.pdf
6.- PREVAL Publications
New
CD on results and impact management
M&E date book 2006
Underway
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Brief glossary-guide on M&E terms and concepts (book in Spanish and English)
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Guidelines for impact-oriented baseline studies (book in Spanish)
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Capacity building in M&E: global review of recent discussion and approaches (CD in Spanish and English).
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Guide to image evaluation (multimedia disc in Spanish)
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